See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,491 | $91,538+62.2% | $129,995+14.2% | $75,163+97.6% |
| Participation rate | 79.3% | 71.4%+7.9pp | 78.5%+0.8pp | 67.2%+12.1pp |
| Annual return | 10.93% | -631.11%+642.0pp | -137.18%+148.1pp | 160.62%-149.7pp |
| Employer contribution / active EE | $6,341 | $2,845+122.9% | $4,320+46.8% | $2,670+137.5% |
| Participant deferral / active EE | $10,383 | $4,341+139.2% | $5,820+78.4% | $4,125+151.7% |
| Admin fee / account holder | $1,474 | $6,790-78.3% | $10,614-86.1% | $5,651-73.9% |